See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,728 | $160,055-75.8% | $140,016-72.3% | $135,375-71.4% |
| Participation rate | 78.3% | 88.5%-10.3pp | 87.5%-9.2pp | 82.6%-4.4pp |
| Annual return | -5.21% | 911.38%-916.6pp | 651.12%-656.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $461 | $6,420-92.8% | $5,606-91.8% | $4,779-90.4% |
| Participant deferral / active EE | $3,481 | $7,642-54.4% | $6,927-49.7% | $5,609-37.9% |
| Admin fee / account holder | $1,738 | $13,328-87.0% | $10,705-83.8% | $10,827-83.9% |